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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,091 | $60,139-98.2% | $90,461-98.8% | $79,856-98.6% |
| Participation rate | 77.1% | 65.0%+12.1pp | 72.7%+4.4pp | 69.6%+7.4pp |
| Annual return | 37.48% | 71.96%-34.5pp | 1294.76%-1257.3pp | 31.71%+5.8pp |
| Employer contribution / active EE | $347 | $2,069-83.2% | $3,264-89.4% | $2,471-86.0% |
| Participant deferral / active EE | $522 | $2,939-82.2% | $3,964-86.8% | $3,741-86.0% |
| Admin fee / account holder | $147 | $3,978-96.3% | $5,617-97.4% | $5,306-97.2% |